NIM-OS

Owners

Goods & Services

Financial record-keeping for investors and investment managers regarding investment portfolios in the field of trade processing, settlement, reconciliation, and pricing

Financial portfolio analysis services, namely, calculating the weight or number of portfolio holdings necessary to bring a portfolio into alignment with an approved model; Financial administration of investment portfolios

Providing online, non-downloadable software for investment portfolio management, investment risk management, investment model development and delivery, and investment portfolio accounting; Computer software design and development; Installation, maintenance and repair of computer software; IT consulting services relating to installation, maintenance and repair of computer software; Technology consulting in the field of cybersecurity

Regulatory compliance consulting in the field of investment management; Regulatory compliance consulting through providing advice on the development and implementation of internal controls for regulatory compliance purposes in the field of investment management